Erik Matthew Potts
Managing MemberSummit Wealth Group LLCCRD 4635699
About Erik Matthew Potts
Erik Matthew Potts is listed as Managing Member at Summit Wealth Group LLC in Exeter, NH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Summit Wealth Group LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Erik Matthew Potts work?
Erik Matthew Potts is listed as Managing Member at Summit Wealth Group LLC on SEC Form ADV.
How much of Summit Wealth Group LLC does Erik Matthew Potts own?
Form ADV reports a beneficial ownership band of Over 75%.
Summit Wealth Group LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |